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Home My WebLink About09-02-05 REV .1500 EX + (6..oo~ w .... lIl::$Ul Ua:lIl: WI>.U zOO Ua:.J 1>.10 I>. <l: *' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) .... Z W C W U w C SHAHAN, MARGARET H. ~. 1. Original Return 0 2. Supplemental Return o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0) . . _. ... '_ ... _ 12-31~~nd1-1:~L ._______.__________________ I THIS SECTIQNMUST BE CQMPI,.ETED.!U-L. C6RRa;$p~tr.lp.NCe.~P(:ON(I:'P~Nl'tAL 1J~!N~~R",At!~N$ljlOUl..Q$t;I.'lIRECT~iio: NAME I COMPLETE MAILING ADDRESS Hillary A. Dean, Esquire ~IRM NAME (If apPlicabie) --- Martson DeardorffWilliarns & Otto DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 10/12/2004 OS/26/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) .... z w c z o I>. TELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ;:: 5 ::> .... ii: <l: U w a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) I FILE NUMBER J 21 . COUNTY CODE YEAR =f, -- -". SOCIAL SECURITY NUMBER 364-20-6806 - THIS RETURN MUST BE FiLED IN DUPLICATE WITH THE ___oj REGISTi:R O.E_~ILLS I SOCIAL SECURITY NUMBER 05 00466 NUMBER - -------_n----O-i---RemainderReturn (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required o 8. Total Number of Safe Deposit Boxes u I 10 East High Street Carlisle, PA 17013 --:.0 " c ) r-:) : 1:] ':J ., . j (1 ) (2) (3) (4) CFF jelAL None 2,431.49 :; None r. ) None :--." (5) 8,528.83 (6) None ---j (7) None en (.-.) --') ~ I (8) 10,960.32 (9) 9,184.42 (10) 7,969.17 (11 ) 17,153.59 (12) insolvent 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >> BE SURE TO ANSweR ALL QUESTIONS ON REVERSE SIDE AND RECHeCK MATH << Copyright 2000 form software only The Lackner Group. Inc. 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) -.-----.--- z x .045 (16) 0 16.Amount of Line 14 taxable at lineal rate ;:: --- c( I- ::> (17) I>. 17. Amount of Line 14 taxable at sibling rate x .12 ::IIi 0 U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1061 P Allendale Road CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty B. Enter the total of Line 5 + SA. This is theBALANCE DUE (3) (4) (5) (SA) (58) 0.00 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.............................".............................................. 0 ~ ~: ~:::~ :h~e~;~;i:~:~s:~~;~s~~~. ~~~~l. .~.~.~. ~.~~. :.~~:.~~. .~~~~.~~~~~~.~. .~.~ .i.~. ~~.~.~.~~~.'.'.'.'.'.'.'.'.'.'.'.'.'.'''~~::::::::::: .'.'..... ~ ~ d. receive the promise for life of either payments, benefits or care?........................................................... /:j ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... ..... .................. ......... .... ................ .................. ......... ..... .................. ...... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................................................................................... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE 1305 State Road Duncannon, P A 17020 ADDRESS DATE ADDRESS c;lq~_~. ~T'I.'. '~ 10 East High Street Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN j RESIDENT DECEDENT ----_._-.._-_..~--..-..__.._--._-_.__._----._-- ._-_._-_._---_.._._~.._._---_.~-- ESTATE OF SHAHAN, MARGARET H. ---' ---- ---- -..---...-----"----...--------.--- ------...---..--.- I FILE NUMBER __ __. 21 - 05 - 0046~_ ____ All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1-] 63 shares, MetLife (MEn- i DESCRIPTION UNIT VALUE VALUE AT DATE OF _1___. ---I - D,=-~~_ 38.595 2,431.49 TOTAL (Also enter on line 2, Recapitulation) 2,431.49 . Scheck.de H Funeral Expenses & Adninistralive Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -..- ------.--.'----,----- ------.._---"---- ESTATE OF SHAHAN, MARGARET H. 3 I Register of Wills, additional probate fee FILE NUMBER 21 - 05 - 00466 -----~- 15.00 -----------r--_.~_._._._~~~ ______.___. , --- ..------. -------.------..--- - ----.-.----------------.--..--- Page 2 of Schedule H . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHAHAN, MARGARET H. __ ---L ---- ----.--------,____ _____. _u_____ ..______ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS --- ------- "- -'"------,- ..-...-----------,---- .--- -- --, -----.- ..______ __n _____, ___n_ ..______ ~__..__ _._____ Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 Outstanding check on PNC Bank checking account DESCRIPTION M&T Bank, balance of installment loan 1100146164460001 on date of death JC Pennys, balance due MBNA credit card 5200-0160-1185-8274, balance due Bon- Ton, balance due ExxonIMobil, balance due Walmart, balance due Kohl's, account payable FILE NUMBER 21 - 05 - 00466 . -------.----..--_...______________u___..___ ..___ "0___" __.____~_ TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 34.99 6,491.0 I 864.51 4.93 89.49 278.89 60.55 144.80 7,969.17 { c ~ o-L JJ; rr77",:J L?-df"J.~, i c~~ 'd.1- -d~ .[ <J ~ · I ~ 7,'..cu~ ~, ~ ~ . ~~ _cl~ ./>M~~ J f~' ~ tP~~~ 1.d... f:J&Ad~}I. 7: A ,~ ~~ W~L o-~ _J~-~ ~ -~~d -J c>> ),~.v-- w~ 1 ~ or 0-] t~ J.rv+. ~,..A.. ' 0 ~ I, ,;)~ ~ ,,~ ;-J 'r .-- ~ _ ..J t-;f'''} oJ.-Q .A))J-<- prJ'--- I 4,,-,-" t'}.:-- -"" 7'. . I - i~ /!.~ c;J1. (J ~ ~ f~J--1f:.1~;?~ d~-/' Uv~~ ~ ; () . ~ r.t. . . (J. . ~- ~' ~. p~----j ~ . ~ {J . ~1.-l /V~ 1 (;;1 :r:'~v.-~~:'VV=~. oT'v--. !7~..~ ),J~J C- u Jvu.I~" O\~ --c1C.. ,-0. ) t~~ ~ Y . .I~ .3 hc~,oY~ ) ~ } -r- CVVJ n ~~ ~~~ J ;;::J~~ ~~ 1-) DVVI , . --- ~ ~3. f:UL- 11.1 /' , ~ ~ ,-r ,L ~ o-L ~ ~ '6, ~ ..hA..~ I'~ · {/ /)o~- ,iJj..~ tJ.-...- ~-~ /W'\ 7 ~L ~. ~d7- -tL- -t:..- i d ok-c~ I ~ ;'J~~ ~. o-J. /~ftU-~ 1: -:),!:JM= ~ ?/., I/?..~ ,d!:t,,J,a-} J~ Y?J.-J..' ~ f ~ ..lUL- v~ !) Y---' , QtJ:- II ._ ') I /J ; .,--' r-tJ- ~ "T. r7 ~j ~A-~ L~~ ~ jJrr~ I L\. a-., ,f~ -Y ),...J. 0--.. T ~ ..e~ if d-A} .~ /::..-f w.J.1l ~ .-;J~r:J} ~. ~ [1!-,J ~ ~ -;.2 - !- 4~ --I L-- ~,-- iL- l.~ 9.-Y--1'y\...-..-,.a....~,A- ::/... Jv.- ~, f 6 (J !J .; t:-"__~1J;;-- ~...- a~'" II A ^ r~' n--'-}'" ().<-~ 0:" PNf- ';;~~ 3 ;;:~!d;L'~~ ~ l'Ylj --rn~, .? ~<~- 't ~ (J<~ '#(~ dJ,J-,C>>A, ~,/V" w ~ W /--..--:l, J YYl d ~ d j,,J, <b>' I h ~ ~ ~~h.......I- o.----t--- ~ ~ _~ ~ i '0=-'-- jJ. P/.'1q'i . I?:> '5' r;:s.~'7f G-hlJ2 G''J s:- B >>- Jf-"-<T-I _ \87 \81 ~ ~ c>....sl d },aA_a-v. d~~~ ~-~i;f~ ~~na1~~ :jw':~.~~~. --I ~ ..L----- ;f;~ l.J JJ. &----JL ::J.....J-~ ~ ....-:- tJ.-. If~~ 3 ~) ~ J ~ . ~ if ~->h^-~~ , or ./ ~_ /~~J ().----J- ~ tL~ rf'~.--"-' d ~ ~ /; h,,--- ~ ;oJ ~ /V'~ J J IV> ~"{J ~' ~~ Ao) Ai! d-~~.:R--~a ..Y U-4~- ~'-'-~ o,:t '. . . / /-3'l71~:zvJ ,::;1 ~J.0A1.u~-#-- '611dX !~tJ6~. H 4~~~ rkL j-'l1.L~ /J /~A t/. . ~1 ru/706( l Commerce ~cBank (g(Q)~V July 9, 2005 Martson Deardorff Williams & Otto 10 E High St Carlisle, PA 17013 RE: Estate of: Anna M Shahan Social Security #: 364-20-6806 Date of Death: October 12, 2004 Dear Sirs: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have researched and found. Type: Savings Account #: 430052899 Date Opened: 8/6/97 Date Closed: 10/12/05 Primary Owner: Anna M Shahan Date of Death Balance: $3,057.29 Accrued Interest: $.25 Principal Balance: $3,057.04 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. Sincerely, \~JJY"'\ d C>v c.r \YJC^'l/l/~~ Wanda J Morris CIF Team Leader Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 JUL-19-2005 17:22 PNCBf=lNK , o PNCBAN< July 19,2005 Victoria L. Otto I 0 East High Street Carlisle, PA 17013 RE: Estate of Margaret Shahan, deceased SSN: 364-20-6806 000: 10/12/2004 Dear Ms. Otto: 412 768 3458 P.12I1 r--- """' :7 (f;P In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificates of Deposit Account #21001029406 ,~ , I' -, MARGARET SHAHAN DOD balance: $500.00 + $4.66 accrued interest / -':./" ! d ~. . Account #21001028944 MARGARET SHAHAN 000 balance: $1,100.00 + $1.44 accrued interest Checking Account , " Account #5140238435 I " MARGARET SHAHAN DOD baJance: $152,85 (non-interest bearing) Savings Account Account #5130173391 MARGARET SHAHAN DOD baJance: $1,931.05 + $.10 accrued interest Page I of2 Established 10/19/1989 Established 0 )/30/1 995 Established 08/01/] 979 Established 04/10/1985 . m! M&I'Bank 499 Mitchell Street, Millsboro, DE 19966 July 11, 2005 Martson, DearfOIff, Williams & Otto 10 East High Street Carlisle, PA 17013 RE: Estate of Margaret H. Shahan Date of Death: October 12, 2004 Social Security Number: 364-20-6806 Dear Ms. Otto: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type.................. . .. . . . .. .Insta1lmen t Loan Account Number........ ...... ... ..... 1100146164460001 Ownership (Names of}.............. Margaret H. Shahan Opening Date. . .. . ... .. . . . . .. . .. . .. . .. . .10/07/02 Balance on Date ofDeath.........$6,491.01**This amount is not to be used for payoff purposes. For a payoff balance, please call 1-800- 724-2440. Current Balance $ 6,443.15 ** This amount is not a payoff balance. The above named decedent did not have a safe deposit box. For any additional information on this account please contact customer semce department at 1-800-724-2440. Sincerely, / '! / ) 7 !z;J1..11 I Nfr7l/ ~1,,tl;VA/nL lji I Uv r:I Charlene Warrington, Records Management 1-888-502-4349